See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,734 | $171,865-64.7% | $149,718-59.4% | $147,584-58.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.78% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,130 | $6,275-66.1% | $5,445-60.9% | $4,876-56.3% |
| Participant deferral / active EE | $2,130 | $7,271-70.7% | $6,569-67.6% | $5,439-60.8% |
| Admin fee / account holder | $20,098 | $13,799+45.6% | $11,283+78.1% | $10,885+84.6% |